Location: Dallas, TX
Company Overview: Our client is a leading boutique investment banking firm specializing in financial institutions, including banks and asset managers. The firm's focus is on delivering innovative solutions in mergers and acquisitions (M&A), debt capital markets, and private placements.
Position Overview: As a FIG Investment Banking Associate, you will support M&A transactions, debt capital markets activities, and private placements. You will work closely with senior bankers and clients, providing financial analysis, market research, and transaction execution support.
Key Responsibilities:
- Financial Analysis: Develop financial models and conduct due diligence to assess valuations and transaction structures.
- Transaction Execution: Prepare pitch books, information memoranda, and support the execution of M&A and capital markets transactions.
- Market Research: Conduct industry research to identify trends and opportunities within financial institutions.
- Client Interaction: Build relationships with clients, participating in meetings and presentations to communicate financial concepts.
- Team Collaboration: Work with cross-functional teams and mentor analysts to ensure effective project delivery.
- Compliance: Ensure adherence to regulatory requirements and internal policies throughout transactions.
Qualifications:
- Education: Bachelor's degree in Finance, Accounting, or Economics; MBA preferred.
- Experience: 2-4 years in investment banking with a focus on financial institutions.
- Skills: Strong financial modeling, analytical abilities, and proficiency in Excel and PowerPoint.
- Communication: Excellent verbal and written skills for client interactions.
- Industry Knowledge: Understanding of financial services trends and challenges.
What They Offer:
- Competitive salary and bonuses.
- Comprehensive benefits, including health and retirement plans.
- Opportunities for professional development and career advancement.
